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tick: refresh inventory + SWOT at 2026-06-25T23:32:00Z

e8e6505d2ea8087ed411b6eaa0e23b0763361ebe · 2026-06-25 16:32:01 -0700 · Abrams Panel

Files touched

Diff

commit e8e6505d2ea8087ed411b6eaa0e23b0763361ebe
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Thu Jun 25 16:32:01 2026 -0700

    tick: refresh inventory + SWOT at 2026-06-25T23:32:00Z
---
 data/.last-email-ts                   |  2 +-
 data/abrams-indexes.json              | 10 ++--
 data/build-log.jsonl                  | 17 +++++++
 data/counters.json                    |  4 +-
 data/email-queue/20260625-161705.json |  7 +++
 data/ideas.json                       | 90 +++++++++++++++++------------------
 data/mag-20-results.json              |  6 +--
 data/market.json                      | 57 +++++++++++-----------
 data/projects.json                    |  6 +--
 9 files changed, 111 insertions(+), 88 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index 69a880df..3903b4b8 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-06-25T22:17:04Z
+2026-06-25T23:17:05Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index 36bd6652..33f958ad 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-25T23:01:26.148Z",
+  "generated_at": "2026-06-25T23:16:47.525Z",
   "indexes": [
     {
       "id": "ABI",
@@ -7,7 +7,7 @@
       "icon": "◐",
       "value": 115,
       "unit": "idx",
-      "delta": 13.71,
+      "delta": 14,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         94,
@@ -16,7 +16,7 @@
         143,
         117,
         108,
-        95
+        97
       ],
       "method": "Daily commit count across all Abrams projects, indexed 100 = previous 7-day average. >100 = accelerating. <100 = cooling.",
       "interpretation": "BUILD ACCELERATING"
@@ -27,7 +27,7 @@
       "icon": "✸",
       "value": 50,
       "unit": "/100",
-      "delta": -13,
+      "delta": -11,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
         94,
@@ -36,7 +36,7 @@
         143,
         117,
         108,
-        95
+        97
       ],
       "method": "Composite: 50pt for pm2 uptime ratio + 50pt cap for today commits × 5. Reads founder activity intensity.",
       "interpretation": "WARM"
diff --git a/data/build-log.jsonl b/data/build-log.jsonl
index 62616f20..3a32c9ca 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -42899,3 +42899,20 @@
 {"ts":"2026-06-25T23:16:43Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-06-25T23:16:43.936Z","type":"swot","slug":"videos-agentabrams-worker","name":"videos-agentabrams-worker"}
 {"ts":"2026-06-25T23:16:43Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-06-25T23:16:43Z","type":"git-commit","phase":"git"}
+{"ts":"2026-06-25T23:16:44.193Z","type":"counters","count":7}
+{"ts":"2026-06-25T23:16:43Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-06-25T23:16:46.571Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-06-25T23:16:43Z","type":"market-ok","phase":"market"}
+{"ts":"2026-06-25T23:16:47.525Z","type":"abrams-indexes","count":8}
+{"ts":"2026-06-25T23:16:43Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-06-25T23:16:48.274Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-06-25T23:16:43Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-06-25T23:16:48Z","type":"drain-queue","drained":0,"failed":196,"pending":196}
+{"ts":"2026-06-25T23:16:43Z","type":"tick-done","tick":"1782429420"}
+{"ts":"2026-06-25T23:17:05Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":64,"queue_file":"data/email-queue/20260625-161705.json"}
+{"ts":"2026-06-25T23:32:00Z","type":"tick-start","tick":"1782430320"}
+{"ts":"2026-06-25T23:32:01.766Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-06-25T23:32:00Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-06-25T23:32:01.794Z","type":"swot","slug":"abrams-discovery-viewer","name":"abrams-discovery-viewer"}
+{"ts":"2026-06-25T23:32:00Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index 1e871e7d..e7d245d9 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-25T23:01:22.614Z",
+  "generated_at": "2026-06-25T23:16:44.193Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 2925,
+      "value": 2927,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260625-161705.json b/data/email-queue/20260625-161705.json
new file mode 100644
index 00000000..1c6f90f8
--- /dev/null
+++ b/data/email-queue/20260625-161705.json
@@ -0,0 +1,7 @@
+{
+  "to": "info@designerwallcoverings.com",
+  "cc": "steve@designerwallcoverings.com",
+  "subject": "Abrams Panel - hourly @ 16:17",
+  "body_markdown": "# Abrams Panel \u2014 Hourly Digest\n\n**As of 2026-06-25T23:17:05Z**\n\n- Projects tracked: **13** (3 live)\n- SWOT analyses: **14**\n- Leads captured (total): **1**\n- Build events since last email: **64**\n\n## Recent build log\n\n```\n2026-06-25 23:16:43  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-06-25 23:16:43  inventory-ok        {\"phase\": \"inventory\"}\n2026-06-25 23:16:43  swot                {\"slug\": \"videos-agentabrams-worker\", \"name\": \"videos-agentabrams-worker\"}\n2026-06-25 23:16:43  swot-ok             {\"phase\": \"swot\"}\n2026-06-25 23:16:43  git-commit          {\"phase\": \"git\"}\n2026-06-25 23:16:44  counters            {\"count\": 7}\n2026-06-25 23:16:43  counters-ok         {\"phase\": \"counters\"}\n2026-06-25 23:16:46  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-06-25 23:16:43  market-ok           {\"phase\": \"market\"}\n2026-06-25 23:16:47  abrams-indexes      {\"count\": 8}\n2026-06-25 23:16:43  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-06-25 23:16:48  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-06-25 23:16:43  mag-20-ok           {\"phase\": \"audit\"}\n2026-06-25 23:16:48  drain-queue         {\"drained\": 0, \"failed\": 196, \"pending\": 196}\n2026-06-25 23:16:43  tick-done           {\"tick\": \"1782429420\"}\n```\n\n## Live panel\n\n\u2192 http://127.0.0.1:9898/\n\u2192 /trademark \u00b7 /ideas \u00b7 /wall \u00b7 /chat\n\n---\n\nYOLO loop tick fires every 15 min - email next at top of next business hour.\n\n---\n\n**Designer Wallcoverings, Inc. \u00b7 1234 Ventura Blvd, Sherman Oaks, CA 91423 \u00b7 info@designerwallcoverings.com**\nInternal operations digest, sent to Steven Abrams only. To stop these emails, disable the launchd plist com.abrams.panel-email or reply STOP.",
+  "generated_at": "2026-06-25T23:17:05Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index 9a47fd3b..42b487f2 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -307,50 +307,6 @@
       ],
       "generated_at": "2026-06-25T18:56:40.128Z"
     },
-    {
-      "slug": "abrams-discovery-viewer",
-      "name": "abrams-discovery-viewer",
-      "tagline": "One screen for the empire.",
-      "summary": "abrams-discovery-viewer — no description\n\nOne screen for the empire.",
-      "stage": "dev",
-      "category": "panel",
-      "domain": "discovery.agentabrams.com",
-      "port": null,
-      "strengths": [
-        "Only umbrella view across every Abrams asset — competitors run isolated dashboards.",
-        "Live SSE build log = transparency-as-marketing (Bloomberg Terminal vibe).",
-        "Lead capture happens on the highest-trust surface (the founder umbrella).",
-        "Sort + density + Gucci chrome — same UX language as the rest of the DW fleet so users move freely."
-      ],
-      "weaknesses": [
-        "Single founder. Bus-factor 1.",
-        "No multi-tenant story yet — every visitor sees Steve's personal dashboard.",
-        "Trademark not yet registered → competitors could squat ABRAMS in adjacent classes."
-      ],
-      "opportunities": [
-        "Sell white-label \"Panel\" SaaS to other multi-domain operators ($299/mo).",
-        "Pitch deck for VC — \"I built a 20-vertical conglomerate, here's the live operating system.\"",
-        "Acquisition vehicle — every new project automatically tiles in.",
-        "Press story — \"the indie operator with a Bloomberg terminal of his own businesses.\""
-      ],
-      "threats": [
-        "Notion / Airtable could rebuild this as a template in a weekend.",
-        "If hourly-email cron leaks PII, ops trust evaporates.",
-        "pm2 process death = panel goes dark = customers think empire is dead."
-      ],
-      "revenue_lines": [
-        "White-label Panel SaaS — $299/mo × 50 operators = $179k ARR.",
-        "Sponsored project tiles — $500/mo per slot × 8 slots = $48k ARR.",
-        "Lead-routing fees — 10% of any partnership closed via /api/lead."
-      ],
-      "competitive_moat": "Network effects from cross-linking every Abrams property + the founder-brand halo. Bloomberg's moat isn't the terminal, it's the fact every Wall Street person already has one.",
-      "next_3_moves": [
-        "Wire pm2-keep-alive watchdog (panel must never go dark).",
-        "Add LinkedIn OAuth on /api/lead so we know who's knocking.",
-        "Ship Stripe checkout at /api/subscribe for white-label SaaS waitlist."
-      ],
-      "generated_at": "2026-06-25T21:44:51.571Z"
-    },
     {
       "slug": "abramsos",
       "name": "AbramsOS",
@@ -607,8 +563,52 @@
         "Generate Daily Brief audio via clone-voice → mp3.agentabrams.com."
       ],
       "generated_at": "2026-06-25T23:16:43.935Z"
+    },
+    {
+      "slug": "abrams-discovery-viewer",
+      "name": "abrams-discovery-viewer",
+      "tagline": "One screen for the empire.",
+      "summary": "abrams-discovery-viewer — no description\n\nOne screen for the empire.",
+      "stage": "dev",
+      "category": "panel",
+      "domain": "discovery.agentabrams.com",
+      "port": null,
+      "strengths": [
+        "Only umbrella view across every Abrams asset — competitors run isolated dashboards.",
+        "Live SSE build log = transparency-as-marketing (Bloomberg Terminal vibe).",
+        "Lead capture happens on the highest-trust surface (the founder umbrella).",
+        "Sort + density + Gucci chrome — same UX language as the rest of the DW fleet so users move freely."
+      ],
+      "weaknesses": [
+        "Single founder. Bus-factor 1.",
+        "No multi-tenant story yet — every visitor sees Steve's personal dashboard.",
+        "Trademark not yet registered → competitors could squat ABRAMS in adjacent classes."
+      ],
+      "opportunities": [
+        "Sell white-label \"Panel\" SaaS to other multi-domain operators ($299/mo).",
+        "Pitch deck for VC — \"I built a 20-vertical conglomerate, here's the live operating system.\"",
+        "Acquisition vehicle — every new project automatically tiles in.",
+        "Press story — \"the indie operator with a Bloomberg terminal of his own businesses.\""
+      ],
+      "threats": [
+        "Notion / Airtable could rebuild this as a template in a weekend.",
+        "If hourly-email cron leaks PII, ops trust evaporates.",
+        "pm2 process death = panel goes dark = customers think empire is dead."
+      ],
+      "revenue_lines": [
+        "White-label Panel SaaS — $299/mo × 50 operators = $179k ARR.",
+        "Sponsored project tiles — $500/mo per slot × 8 slots = $48k ARR.",
+        "Lead-routing fees — 10% of any partnership closed via /api/lead."
+      ],
+      "competitive_moat": "Network effects from cross-linking every Abrams property + the founder-brand halo. Bloomberg's moat isn't the terminal, it's the fact every Wall Street person already has one.",
+      "next_3_moves": [
+        "Wire pm2-keep-alive watchdog (panel must never go dark).",
+        "Add LinkedIn OAuth on /api/lead so we know who's knocking.",
+        "Ship Stripe checkout at /api/subscribe for white-label SaaS waitlist."
+      ],
+      "generated_at": "2026-06-25T23:32:01.793Z"
     }
   ],
-  "updated_at": "2026-06-25T23:16:43.936Z",
+  "updated_at": "2026-06-25T23:32:01.794Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index d2954b63..bea81c56 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-25T23:01:26.178Z",
+  "generated_at": "2026-06-25T23:16:47.554Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "2855 commits over 42 days (67.98/day)"
+          "evidence": "2857 commits over 42 days (68.02/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "2855 commits over 42 days (67.98/day)"
+          "evidence": "2857 commits over 42 days (68.02/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index 8c34d30a..a81d4a42 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-25T23:01:22.674Z",
+  "generated_at": "2026-06-25T23:16:44.232Z",
   "tickers": [
     {
       "sym": "SPY",
@@ -40,7 +40,7 @@
       "exchangeName": "PCX",
       "change": -11.34,
       "changePct": -1.5208,
-      "updated_at": "2026-06-25T23:01:22.838Z"
+      "updated_at": "2026-06-25T23:16:44.366Z"
     },
     {
       "sym": "QQQ",
@@ -81,7 +81,7 @@
       "exchangeName": "NGM",
       "change": -1.16,
       "changePct": -0.1617,
-      "updated_at": "2026-06-25T23:01:23.024Z"
+      "updated_at": "2026-06-25T23:16:44.545Z"
     },
     {
       "sym": "DIA",
@@ -122,7 +122,7 @@
       "exchangeName": "PCX",
       "change": 13.14,
       "changePct": 2.5962,
-      "updated_at": "2026-06-25T23:01:23.210Z"
+      "updated_at": "2026-06-25T23:16:44.725Z"
     },
     {
       "sym": "IWM",
@@ -163,14 +163,14 @@
       "exchangeName": "PCX",
       "change": 13.79,
       "changePct": 4.8366,
-      "updated_at": "2026-06-25T23:01:23.386Z"
+      "updated_at": "2026-06-25T23:16:44.903Z"
     },
     {
       "sym": "^VIX",
       "name": "CBOE Volatility",
       "cat": "Stocks",
       "symbol": "^VIX",
-      "price": 18.89,
+      "price": 18.63,
       "previousClose": 16.59,
       "dayHigh": 19.95,
       "dayLow": 17.72,
@@ -198,14 +198,13 @@
         16.4,
         17.28,
         19.49,
-        18.63,
-        18.89
+        18.63
       ],
       "currency": "USD",
       "exchangeName": "CXI",
-      "change": 2.3,
-      "changePct": 13.8638,
-      "updated_at": "2026-06-25T23:01:23.564Z"
+      "change": 2.04,
+      "changePct": 12.2966,
+      "updated_at": "2026-06-25T23:16:45.150Z"
     },
     {
       "sym": "^TNX",
@@ -243,7 +242,7 @@
       "exchangeName": "CGI",
       "change": -0.166,
       "changePct": -3.6419,
-      "updated_at": "2026-06-25T23:01:23.812Z"
+      "updated_at": "2026-06-25T23:16:45.352Z"
     },
     {
       "sym": "^TYX",
@@ -281,7 +280,7 @@
       "exchangeName": "CGI",
       "change": -0.206,
       "changePct": -4.0679,
-      "updated_at": "2026-06-25T23:01:24.062Z"
+      "updated_at": "2026-06-25T23:16:45.545Z"
     },
     {
       "sym": "^IRX",
@@ -319,14 +318,14 @@
       "exchangeName": "CGI",
       "change": 0.095,
       "changePct": 2.6499,
-      "updated_at": "2026-06-25T23:01:24.289Z"
+      "updated_at": "2026-06-25T23:16:45.818Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4038.6,
+      "price": 4039.6,
       "previousClose": 4500.4,
       "dayHigh": 4051.6,
       "dayLow": 4034.5,
@@ -354,20 +353,20 @@
         4181.9,
         4129.9,
         3990.3,
-        4038.6
+        4039.6
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -461.8,
-      "changePct": -10.2613,
-      "updated_at": "2026-06-25T23:01:24.532Z"
+      "change": -460.8,
+      "changePct": -10.2391,
+      "updated_at": "2026-06-25T23:16:46.007Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 71.46,
+      "price": 71.48,
       "previousClose": 93.89,
       "dayHigh": 71.61,
       "dayLow": 71.27,
@@ -395,20 +394,20 @@
         74.82,
         73.21,
         70.34,
-        71.46
+        71.48
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": -22.43,
-      "changePct": -23.8897,
-      "updated_at": "2026-06-25T23:01:24.740Z"
+      "change": -22.41,
+      "changePct": -23.8684,
+      "updated_at": "2026-06-25T23:16:46.185Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 59782.07,
+      "price": 59867.99,
       "previousClose": 77279.93,
       "dayHigh": 61828.957,
       "dayLow": 58121.676,
@@ -446,13 +445,13 @@
         63952.105,
         62668.02,
         60995.133,
-        59782.07
+        59867.99
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -17497.86,
-      "changePct": -22.6422,
-      "updated_at": "2026-06-25T23:01:24.922Z"
+      "change": -17411.94,
+      "changePct": -22.531,
+      "updated_at": "2026-06-25T23:16:46.448Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index 2843a54d..619e7e95 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-06-25T23:16:43.907Z",
+  "updated_at": "2026-06-25T23:32:01.765Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 2856,
-      "last_commit": "2026-06-25 16:05:08 -0700 auto-save: 2026-06-25T16:05:06 (5 files) — data/abrams-indexes.json data/build-log.jsonl data/counters.json data/mag-20-results.json data/market.json",
+      "commit_count": 2857,
+      "last_commit": "2026-06-25 16:16:44 -0700 tick: refresh inventory + SWOT at 2026-06-25T23:16:43Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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